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Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
2026
Godshalk Welsh Capital Management
Pennsylvania
– -$451K -1,385 Closed
FP
2027
Fiduciary Planning
Florida
– -$434K -1,370 Closed
PAMG
2028
Patton Albertson Miller Group
Tennessee
– -$442K -1,356 Closed
CS
2029
Cannell & Spears
New York
– -$441K -1,355 Closed
TCPWM
2030
Traverso Chambers Private Wealth Management
California
– -$439K -1,348 Closed
APG
2031
Abacus Planning Group
South Carolina
– -$438K -1,346 Closed
BWFA
2032
Baltimore-Washington Financial Advisors
Maryland
– -$431K -1,323 Closed
SHGA
2033
Sand Hill Global Advisors
California
– -$424K -1,301 Closed
HCP
2034
Holt Capital Partners
Texas
– -$423K -1,300 Closed
OWIM
2035
Old West Investment Management
California
– -$419K -1,289 Closed
PGA
2036
Portland Global Advisors
Maine
– -$418K -1,282 Closed
LBC
2037
Lawrence B. Cohen
– -$417K -1,281 Closed
AOWM
2038
Alpha Omega Wealth Management
Virginia
– -$416K -1,278 Closed
BCM
2039
Breiter Capital Management
Florida
– -$414K -1,271 Closed
GSIS
2040
Global Strategic Investment Solutions
Arizona
– -$414K -1,270 Closed
WA
2041
Wealth Advisors
California
– -$429K -1,267 Closed
LSC
2042
Lesa Sroufe & Co
Washington
– -$411K -1,262 Closed
PWAP
2043
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$399K -1,260 Closed
FCFC
2044
First Citizens Financial Corp
Iowa
– -$408K -1,252 Closed
WP
2045
Wedgewood Partners
Missouri
– -$407K -1,250 Closed
AIA
2046
Arbor Investment Advisors
North Carolina
– -$406K -1,245 Closed
VNB
2047
Virginia National Bank
Virginia
– -$406K -1,245 Closed
WCM
2048
Windsor Capital Management
Arizona
– -$405K -1,245 Closed
TI
2049
Truepoint Inc
Ohio
– -$402K -1,235 Closed
CRWM
2050
Castle Rock Wealth Management
California
– -$423K -1,230 Closed
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